Are You A Coach Or Counselor?
In the past, our financial planning organizations were sole proprietorships. Today we see more financial planning teams and organizations. The “sole proprietor” has turned into a financial planning manager with new responsibilities of leading other planners, para-planners and administrative staff, and managing their client base. This is where coaching and counseling becomes a new paradigm.
by Bill Moore and Lu ann Butler
The Established Advisor's Guide to Mentoring
Mentoring can be rewarding. As a successful advisor you have defied the odds and proved hard work and persistence can lead to success. Here’s your next challenge: using your experience as a starting point, can you replicate the same process for another advisor in your care? by Bryce Sanders
You actually don’t need to hire a coach. You will eventually figure out how to be successful at anything if learn from your mistakes and you don’t give up. The main reason to hire a coach is to speed up the process. A skilled coach can cut years off of the trial and error learning curve. A skilled coach knows how you need to think and act and feel to get to the next level. by Sid Walker
Seek Out A True Financial Coach To Help You Avoid Major Landmines
If you could save yourself from making a $100,000 mistake by paying someone a couple thousand dollars, would it be worth it? Absolutely!!! by Nick Royer